Aspen Aerogels, Inc. filed a Form 8-K on November 5, 2026, disclosing the appointment of Stacy D. Nieuwoudt as a Class III director effective November 4, 2026, and announcing third-quarter 2026 financial results.

Key Highlights

  • New director appointed: Stacy D. Nieuwoudt, age 46, joined the Board as a Class III director, effective November 4, 2026, to serve until the Company's 2029 Annual Meeting of Stockholders.
  • Board expanded: The Board increased its size from six to seven members in connection with Ms. Nieuwoudt's appointment.
  • Committee assignments: Ms. Nieuwoudt was appointed to both the Audit Committee and the Compensation and Leadership Development Committee.
  • Compensation terms: Ms. Nieuwoudt will receive an annual cash retainer of $45,000 for Board service, $7,500 for the Audit Committee, and $5,000 for the Compensation and Leadership Development Committee, all pro-rated.
  • Equity grant: Ms. Nieuwoudt received a pro-rated equity grant of restricted stock and stock options, vesting on the earlier of the day prior to the Company's 2027 annual meeting of stockholders or a Change in Control.
  • Q3 2026 results announced: The Company announced financial results for the third quarter ended September 30, 2026, with the press release attached as an exhibit.

Nieuwoudt Appointment and Q3 2026 Disclosure Details

According to the filing, the Board of Directors of Aspen Aerogels, Inc. (NYSE:ASPN) voted on November 2, 2026, to appoint Stacy D. Nieuwoudt as a Class III director, with the appointment taking effect on November 4, 2026. The filing states that Ms. Nieuwoudt has been a private investor since 2019. Prior to that, she served as a Senior Energy and Industrials Analyst at Aptigon Capital, a Citadel Company, from 2017 to 2019, and as an Energy Equities Analyst at Surveyor Capital, also a Citadel Company, from September 2010 to November 2017.

The filing notes that Ms. Nieuwoudt currently serves on the board of ProFrac Holding Corp. (Nasdaq: ACDC), where she chairs the Compensation Committee and serves on the Audit Committee. Her prior board experience includes serving as a director of enCore Energy Corp. (Nasdaq: EU) from October 2024 to September 2025, and as a director of Independence Contract Drilling, Inc. from January 2021 to August 2024. The filing states that the Board determined Ms. Nieuwoudt is an independent director and that there are no arrangements or understandings between Ms. Nieuwoudt and any other person pursuant to which she was appointed. The filing also states there are no transactions in which Ms. Nieuwoudt has a material interest requiring disclosure under Item 404(a) of Regulation S-K. Ms. Nieuwoudt holds a B.A. from Rice University.

Separately, the filing discloses that on November 5, 2026, the Company announced its financial results for the third quarter of 2026, which ended September 30, 2026. The press release containing those results is attached as Exhibit 99.1. The filing specifies that the information in Item 2.02 and Exhibit 99.1 is being furnished and "shall not be deemed 'filed' for purposes of Section 18 of the Securities Exchange Act of 1934." The financial outlook and "About Aspen Aerogels" sections of the press release, along with the forward-looking statement disclaimer, are addressed under Item 7.01 as Regulation FD disclosure.

What Was Disclosed

Aspen Aerogels filed an 8-K on November 5, 2026, reporting the appointment of Stacy D. Nieuwoudt to its Board of Directors effective November 4, 2026, her committee assignments and compensation terms, the expansion of the Board from six to seven members, and the announcement of third-quarter 2026 financial results.